The Truce Proposal Update. British newspaper (FT) article claims Putin ready to agree a ceasefire based on actual front lines and abandon precondition that the unoccupied remainder of the so-called (Witkoff) five Ukrainian provinces be handed over to Russia in advance o... Read More

The markets make no allowance for the diruption of economic nationalism, the destruction of global alliances and the the preparation of inevitable war. This report rips the veil of denial with 5 bullet points on one page. Read More

Divorce a l'Americain The Liberal World Order and NATO are dead ducks. That opens the way for the Trump 2 Administration to hit Europe with very high (remedial/reciprocal) tariffs in April. Trump has no need for Europeans to help him with Ukraine. The EM... Read More

RTHK The Close with Caroln Wright: - What’s the thimking behind the tariffs? - Chibna’s deep reaction - not mild but threatening. - How Netanyahu played Trump to reinforce his ghold on office. What does this mean for Gaza. Will a renewal of hotsilites involve Iran and oil an... Read More

What does the Gaza ceasefire accord mean? The answer is a lot. It defines the Trump II administration’s foreign policy – peace through strength with decisive personalised interventions. It makes it clear that there’ll be no immediate Israeli attack on Iran sanctioned by the US. ... Read More

We're in for a bear market in most asset classes during 2025. This piece integrates the macro and micro reasons for that conviction. The core conviction is that macro-risk is out of synch with market volatility. This will be resolved by market volatility rising as macro ... Read More

RTRHK The Close. The Legacy of Jimmy Carter. China's data - industrial profits and a look into the things to watch in 2025. Putin's game plan under the Baltic Sea. The surprises for 2025: reversal of Fed policy; The war to end all wars between Iran and Israel; Put... Read More

Quantum Strategy - David Roche - The Micro Podcast on Macro! Sign on for Free Research Trial: https://www.QuantumStrategy.org Coming up his week: - The pulling forward of demand in China that will create gaps in demand later: Exports, Consumer Durables, Autos and... Read More

The sabotage of the Baltic EstLInk2 undersea electricity cable linking Finland to Estonia is not “story over”. The Baltic States are supposed to celebrate the end of their membership of BRELL (Belarus, Russia, Estonia, Latvia, Lithuania) soviet era electricity supply grid in ... Read More

All the Big Things that could go wrong or right next year. A tour de force and tour du monde with the David Roche and Carolyn Wright. Read More